See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,810 | $42,546-20.5% | $71,796-52.9% | $55,167-38.7% |
| Participation rate | 27.6% | 59.1%-31.5pp | 69.1%-41.5pp | 69.0%-41.4pp |
| Annual return | 10.73% | 12.36%-1.6pp | 78.04%-67.3pp | 169.23%-158.5pp |
| Employer contribution / active EE | $720 | $803-10.3% | $1,924-62.6% | $1,963-63.3% |
| Participant deferral / active EE | $1,166 | $2,064-43.5% | $2,794-58.3% | $3,054-61.8% |
| Admin fee / account holder | $118 | $650-81.8% | $4,815-97.5% | $504-76.6% |